Market Analysis
Assessing the market to determine if it appears to be supporting higher prices or if prices are likely to decline.

Sector Analysis
Looking at various sectors (e.g., healthcare, drugs, computers, real estate, etc.) to determine those that can support higher prices.

Fundamental Research
Examining a company’s financial strength, future growth, profitability prospects and current management skills to determine if the stock’s price is over- or under-valued.

Technical Analysis
Studying stock-trading patterns using charts, trend lines, support/resistance levels and other quantitative tools to forecast movements in a stock’s price. In contrast to fundamental research, which helps to determine whether the stock merits your investment, technical analysis helps determine when you should invest in it. (We subscribe to the Point & Figure methodology. PNF has existed for more than 100 years. This methodology offers a logical, organized method of monitoring the supply and demand relationship for any stock.)

Risk Management
Regularly reviewing your portfolio to determine what, if any, appropriate measures need to be taken to preserve and/or obtain wealth while keeping you informed.